Sentences with phrase «cap equity performance»

The MSCI ACWI Small Cap Index is a free float - adjusted market capitalization index that is designed to measure global small cap equity performance.

Not exact matches

The Dow Jones Industrial Average wasn't far behind, and one of the best performances was turned in by the Russell 2000 Index, the benchmark for small - cap equities, which was up by more than 31 percent.

The Russell 2000 Index is a U.S. equity index measuring the performance of the 2,000 smallest companies in the Russell 3000 ®, a widely recognized small - cap index.

Restore target allocations across global equity markets: The strong performance of the S&P 500 Index has attracted cash into large - cap stocks in recent months, but we recommend allocating into small - and mid-cap U.S. equities, and into international markets, if current allocations are below their long - term targets.

Russell Mid Cap Index measures the performance of the mid-cap segment of the U.S. equity universe.

Still, the overall performance of the U.S. equity market can be termed mixed, with the small - cap sector putting together a lackluster showing today.

While both the Oakmark International and International Small Cap Funds had acceptable investment performance in the fourth quarter of 2011, the full year was not good for global equities or for our two Funds, as natural disasters (first in Japan, later in Thailand) and Europe's sovereign debt crisis took their toll.

Russell 2000 — The Russell 2000 Index measures the performance of the small - cap segment of the U.S. equity universe.

The investment seeks investment results that correspond generally to the performance, before the fund fees and expenses, of an equity index called the AlphaShares China All Cap Index.

The index aims to reflect the performance characteristics of a minimum variance strategy applied to the large and mid cap equity universe across 22 Developed Markets countries (excluding the US and Canada).

Russell 2000 Index measures the performance of the small - cap segment of the U.S. equity universe.

For instance, let's say you wanted to check in on the performance of your small - cap US equity portfolio.

Under current management, the Invesco Small Cap Equity Fund could have effectively been substituted, and with better risk - adjusted performance, by a fixed portfolio of a handful of small - cap ETCap Equity Fund could have effectively been substituted, and with better risk - adjusted performance, by a fixed portfolio of a handful of small - cap ETcap ETFs.

Our study showed that even when we narrowed the peer group from all funds, to all equity funds, then to large - cap funds and finally to large blend funds, the relative performance of the index fund didn't change dramatically.

Its a shame they call HDFC Large cap fund as an «actively» managed fund given its poor performance At this point of time, HDFC Mid Cap Opportunities fund is the only pure equity fund from HDFC which is performing wecap fund as an «actively» managed fund given its poor performance At this point of time, HDFC Mid Cap Opportunities fund is the only pure equity fund from HDFC which is performing weCap Opportunities fund is the only pure equity fund from HDFC which is performing well.

Since different types of equity securities (e.g., large - cap, mid-cap, small - cap) tend to shift into and out of favor with investors depending on market and economic conditions, the performance of the Fund may also be worse than the performance of equity funds that focus on other types of equities or have a broader investment style when the adviser's management style is out - of - favor.

While IUL policies can boost the performance of your cash account over that of traditional UL, the restrictions on how much you can benefit from market movements in the form of cap and participation rates should be studied carefully when considering a purchase of IUL, given their potential to limit the growth of these equity indexed accounts.

The SPIVA U.S. Mid-Year 2017 Scorecard shows that the relative performance of actively managed domestic equities funds across large -, mid -, and small - cap segments has improved in recent months.

The Frank Russell Company also breaks down this particular index into two other major equity indexes — the Russell 1000 Index, which measures the performance of the top 1,000 stocks in the 3000 Index and represents about 10 percent of the 3000's market cap, and the Russell 2000 Index, which measures the performance of the 2,000 smallest companies in the 3000 Index.

He simulated the performance of $ 1 invested in an uncapped large - cap equity index FIA compared to the performance of long - term government bonds over the period from 1927 through 2016, net of expenses.

Hartford Multifactor US Equity ETF -LRB-» ROUS») seeks to provide investment results that, before fees and expenses, correspond to the total return performance of Hartford Risk - Optimized Multifactor US Equity Index (Bloomberg Ticker: LROUSLX), which tracks the performance of publicly traded large - cap US equity securEquity ETF -LRB-» ROUS») seeks to provide investment results that, before fees and expenses, correspond to the total return performance of Hartford Risk - Optimized Multifactor US Equity Index (Bloomberg Ticker: LROUSLX), which tracks the performance of publicly traded large - cap US equity securEquity Index (Bloomberg Ticker: LROUSLX), which tracks the performance of publicly traded large - cap US equity securequity securities.

Hartford Multifactor US Equity ETF (ROUS): Seeks to provide investment results that, before fees and expenses, correspond to the total return performance of Hartford Risk - Optimized Multifactor US Equity Index, which tracks the performance of publicly traded large - cap US equity securEquity ETF (ROUS): Seeks to provide investment results that, before fees and expenses, correspond to the total return performance of Hartford Risk - Optimized Multifactor US Equity Index, which tracks the performance of publicly traded large - cap US equity securEquity Index, which tracks the performance of publicly traded large - cap US equity securequity securities.

MSCI USA Financials Index is designed to measure the performance of the large and mid cap segments of the US equity universe.

Russell 2000: Russell 2000 Index is a market capitalization — weighted index designed to measure the performance of the small - cap segment of the U.S. equity market.

Take a look at the table illustrating the average performance of large - cap domestic equity funds over the last three major corrections.

Russell 2000 ® Index (Representing U.S. Small Cap Equity) Measures the performance of approximately 2,000 small - cap companies in the Russell 3000 Index, which is made up of 3,000 of the biggest U.S. stocCap Equity) Measures the performance of approximately 2,000 small - cap companies in the Russell 3000 Index, which is made up of 3,000 of the biggest U.S. stoccap companies in the Russell 3000 Index, which is made up of 3,000 of the biggest U.S. stocks.

For performance data that is current to the most recent month - end for each fund as well as other information on the FAM Value Fund, FAM Equity - Income Fund, and FAM Small Cap Fund, please go to famfunds.com or call [phone].

VTIAX: ``... employs an indexing investment approach designed to track the performance of the FTSE Global All Cap ex US Index, a float - adjusted market - capitalization - weighted index designed to measure equity market performance of companies located in developed and emerging markets, excluding the United States.

A Canadian equity investor can safely substitute the large - cap XIU with the broad - market XIC and expect very similar performance.

The LibertyQ U.S. Small Cap Equity Index is a systematic, rules - based proprietary index that is calculated by Frank Russell Company based on the Russell 2000 ® Index that aims to reflect the performance of Franklin Templeton's desired investment strategy.

The LibertyQ U.S. Large Cap Equity Index is a systematic, rules - based proprietary index that is calculated by Frank Russell Company based on the Russell 1000 ® Index that aims to reflect the performance of Franklin Templeton's desired investment strategy.

The LibertyQ U.S. Mid Cap Equity Index is a systematic, rules - based proprietary index that is calculated by Frank Russell Company based on the Russell Midcap ® Index that aims to reflect the performance of Franklin Templeton's desired investment strategy.

The Russell Top 200 ® Value Index measures the performance of the large - cap segment of the U.S. equity universe represented by stocks in the largest 200 by market cap that exhibit value characteristics.

The LibertyQ U.S. Large Cap Equity Index utilizes a multi-factor selection process that is designed to select equity securities from the Russell 1000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 1000 ® Index over the longEquity Index utilizes a multi-factor selection process that is designed to select equity securities from the Russell 1000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 1000 ® Index over the longequity securities from the Russell 1000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 1000 ® Index over the long term.

In addition to improvement in relative performance figures, large - cap equity managers also appeared to benefit from better security selection skills (see Exhibit 1).

Executive Summary This article was published in 2011 in response to the growing popularity of passive equity investing strategies claiming to offer higher risk - adjusted performance than traditional market - cap - weighted indices.

With the majority of large cap U.S. equity managers underperforming the S&P 500, «only performances in 2006, 2010 and 2011 have been as bad or worse than the current year's pace.»

• Schwab International Small - Cap Equity ETFâ «cents * SCHC — 0.35 % Offers diversified exposure to international small - cap companies in over 20 developed international markets and seeks investment results that track the performance, before fees and expenses, of the FTSE Developed Small Cap ex U.S. Liquid Index made up of approximately 1,800 international small cap stocCap Equity ETFâ «cents * SCHC — 0.35 % Offers diversified exposure to international small - cap companies in over 20 developed international markets and seeks investment results that track the performance, before fees and expenses, of the FTSE Developed Small Cap ex U.S. Liquid Index made up of approximately 1,800 international small cap stoccap companies in over 20 developed international markets and seeks investment results that track the performance, before fees and expenses, of the FTSE Developed Small Cap ex U.S. Liquid Index made up of approximately 1,800 international small cap stocCap ex U.S. Liquid Index made up of approximately 1,800 international small cap stoccap stocks.

Russell 2000 ® Price Return Index — The Russell 2000 ® Price Return Index measures the performance of the small - cap segment of the U.S. equity universe.

The Russell 1000 Value Index measures the performance of the large - cap value segment of the U.S. equity universe.

The S&P / TSX 60 ™ Index (Total Return) is designed to measure the performance of the large - cap market segment of the Canadian equity market.

The MSCI USA Factor Mix A-Series Capped Index is designed to measure the equity market performance of large - and mid-cap companies across the U.S. equity market.

The MSCI All Ireland Capped Index is designed to represent the performance of the broad Ireland equity universe, while including a minimum number of constituents.

The Russell 2500 ™ Index measures the performance of the small to mid-cap segment of the U.S. equity universe, commonly referred to as «smid» cap.

Nationwide Bailard Cognitive Value Fund, Nationwide Bailard International Equities Fund, Nationwide Bailard Technology & Science Fund, Nationwide Geneva Mid Cap Growth Fund, Nationwide Loomis Core Bond Fund, Nationwide California Intermediate Tax Free Bond Fund, Nationwide Large Cap Equity Fund, Nationwide National Intermediate Tax Free Bond Fund, Nationwide WCM Focused Small Cap Fund, Nationwide Ziegler Equity Income Fund, Nationwide Ziegler NYSE Arca Tech 100 Index Fund and Nationwide Ziegler Wisconsin Tax Exempt Fund Class A performance prior to each Fund's inception (9/16/13) is based on performance of Class A shares of each Fund's predecessor fund.

What differentiates an Indexed UL policy from other types of permanent life insurance used for cash accumulation is that the growth of the policy's cash value is based on the performance of an equity index (usually the S&P 500), excluding dividends, collared by a cap and a floor — rather than based on a flat crediting rate that is established by the insurance carrier and adjusted from time to time (a product referred to as «current assumption universal life»), based on a flat dividend rate that is established by the insurance carrier and adjusted from time to time (a product referred to as «whole life»), or based on the actual investment returns of specific equity investments (a product referred to as «variable universal life»).